Affinity Capital Advisors LLC
Firm details
- Headquarters
- Berkeley, California
- CRD number
- 166226
- Registered since
- March 11, 2015
- Website
- www.affinitycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.68%
- Individuals15.01%
- Pension & Profit Sharing Plans0.48%
- Corporations / Businesses0.47%
- Charitable Organizations0.36%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Affinity Capital Advisors LLC is an independent, SEC-registered RIA that began operating in 2015 and positions itself as a capital allocator for both individuals/families and institutional clients. The firm offers discretionary portfolio management as well as advisory services that include pension consulting and selection of other advisers. Its fee arrangements are flexible—percentage of AUM, hourly billing, and fixed fees are all used—and the firm also conducts sales of other financial products. Documented industry linkages include relationships with law firms, an insurance company, and a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 5
Robert Bradford
Account ExecutiveCRD 5955505
Richard Greywitt
Investment Advisor RepresentativeCRD 5880231
Jonathan Manzo-cardenas
Managing PartnerCRD 5742461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$718M in ETFs
100%
$716M
<1%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $81.6M | 108,112 | 11.37% |
Location
Berkeley, CA
Alameda
Location
Berkeley, CA
Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 825 Page St
- Time zone
- PT (UTC-8)
- Office locations
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